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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,726 | $58,275-57.6% | $81,844-69.8% | $80,935-69.4% |
| Participation rate | 54.5% | 63.5%-8.9pp | 72.4%-17.8pp | 67.7%-13.1pp |
| Annual return | 9.35% | 41.82%-32.5pp | 778.87%-769.5pp | 35.66%-26.3pp |
| Employer contribution / active EE | $503 | $2,346-78.6% | $2,916-82.8% | $2,757-81.8% |
| Participant deferral / active EE | $532 | $3,285-83.8% | $4,323-87.7% | $4,299-87.6% |
| Admin fee / account holder | $7,302 | $4,749+53.8% | $7,355-0.7% | $6,924+5.4% |